-71.4%
OPEN vs ED
+27.1%
-98.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.0% | +10.8% | +16.2% |
| 7D | +3.7% | +5.4% | -1.7% | +8.3% |
| 30D | -14.3% | +16.4% | -30.7% | 0.0% |
| 3M | -51.9% | +11.9% | -63.8% | -46.4% |
| 6M | -61.4% | +11.6% | -73.0% | -56.8% |
| YTD | -66.0% | +24.1% | -90.1% | -57.4% |
| 1Y | -71.4% | +26.9% | -98.3% | -63.3% |
| All | -71.4% | +27.1% | -98.5% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ED wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling